See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,387 | $74,888-80.8% | $71,209-79.8% | $142,382-89.9% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 41.38% | 345.14%-303.8pp | 282.51%-241.1pp | 217.08%-175.7pp |
| Employer contribution / active EE | $691 | $2,854-75.8% | $2,721-74.6% | $4,299-83.9% |
| Participant deferral / active EE | $3,506 | $4,454-21.3% | $4,175-16.0% | $6,507-46.1% |
| Admin fee / account holder | $2,477 | $5,568-55.5% | $5,349-53.7% | $12,624-80.4% |